Qualification pathways

To work in the New Zealand financial services industry, you must meet the minimum competence, knowledge and skill requirements, and remain compliant with the legislation, regulation, code and conduct obligations that are applicable today. Strategi Institute provides training solutions to help you meet these requirements.

You can choose the qualification pathway that best suits your situation from the table below to embark or develop your career in financial advice services.

Recognised qualifications:

  • National Certificate in Financial Services (Financial Advice) (Level 5) – (NCFS Level 5)
  • New Zealand Certificate in Financial Services (Level 5) V1 - (NZCFS Level 5 V1)
  • New Zealand Certificate in Financial Services (Level 5) V2 - (NZCFS Level 5 V2)


Need help?

Can’t find the course you are looking for, or need more information on what option is best for you? Contact the Strategi Institute team, we are here to help you.

Contact us